They

other on 16 shows · 33 statements across 30 episodes

Acquired the Y Combinator Startup Podcast the Pitch More or Less American Optimist the Knowledge Project Lenny's Podcast My First Million the Neon Show the Official SaaStr Podcast Invest Like the Best How I Built This the a16z Podcast All-In TBPN 20VC

33 statements about They, every show

NEON SHOW Prediction Not checkable as stated
Penmetsa: Foundation model labs will not build specialized vertical products
“But do I think they'll build a product for legal that can really work inside, you know, complicated law firms for healthcare, for construction, for automotive? I don't think so.”
Arun Penmetsa Jul 21, 2026 ▶ 16:18 The #1 Mistake Killing B2B Startups | Arun Penmetsa, Storm Ventures
20VC Assertion Supported
Stebbings: Anthropic Gross Margins Reached 70% With $559M Projected Q2 Profit
“Gross margin, gross margins expanded from 38% to 70%, and they're going to have a five hundred and fifty nine million operating profit in QT, QT projected.”
Harry Stebbings May 28, 2026 ▶ 16:55 OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
20VC Assertion Supported
O'Driscoll: Anthropic Management Stating November Target for IPO
“They're saying they're going public in November”
Rory O'Driscoll May 21, 2026 ▶ 5:44 Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
TBPN Insight
Coogan: Meta is disadvantaged in AI without a public cloud platform
“It is a tough position to be in because they don't have a, like, a public cloud. They don't have a cloud service, even though they are a hyperscaler.”
John Coogan Dec 16, 2025 ▶ 20:47 OpenAI ENDS Vesting Cliff
ACQUIRED Assertion Supported
Gilbert: New Coke was rebranded as Coke II and sold until 2002
“They renamed it Coke II. And it was not fully abandoned until 2002.”
Ben Gilbert Nov 24, 2025 ▶ 2:58:39 Coca-Cola: The Complete History & Strategy (Audio) · Acquired
Abel: Enterprise clients demand 15x value to justify a 10x contract increase
“That's very hard to defend a 10 X, 10 X jump. They're going to want to see 15 X value.”
Jen Abel Nov 9, 2025 ▶ 25:04 $1M to $10M: The enterprise sales playbook with Jen Abel
20VC Assertion Partly supported
Rory O'Driscoll: a16z is the largest capital raiser at every stage
“In their kind of Silicon, pure Silicon Valley universe, they're the largest capital raiser at every stage, so by definition, they're doing the most deals and being the most aggressive.”
Rory O'Driscoll Aug 28, 2025 ▶ 59:46 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
NEON SHOW Opinion
Sikri: Israel's objective is to clear Gaza and seize territory
“They just want to clean up Gaza and take the territory.”
Rajiv Sikri Aug 22, 2025 ▶ 50:06 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
NEON SHOW Prediction Not checkable as stated
Sikri: Israel cannot defeat Iran given Iran's size and population
“I don't think that they can defeat Iran because, you know, given the size of Iran, the population of Iran compared to that of Israel.”
Rajiv Sikri Aug 22, 2025 ▶ 51:52 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
20VC Assertion Supported
O'Driscoll: Ramp is generating $700M to $800M in revenue
“Like, I've heard they're doing roughly seven, eight hundred million dollars.”
Rory O'Driscoll Aug 7, 2025 ▶ 1:16:29 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
TBPN Assertion Supported
Apple holds a patent for a transparent glass iPhone
“They have a patent for a glass iPhone that, that you can see through or something like that, or something that actually would appear more like glass or appear transparent.”
John Coogan Jun 14, 2025 ▶ 23:43 Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
Y COMBINATOR Assertion Supported
Tan: Cursor Reached $100M ARR in 20 Months at $9B Valuation
“They recently hit a nine billion dollar valuation and are one of the fastest growing startups of all time, reaching a hundred million dollars ARR just 20 months after launching.”
Garry Tan Jun 11, 2025 ▶ 0:37 Cursor CEO: Going Beyond Code, Superintelligent AI Agents, And Why Taste Still Matters · Y Combinator
KNOWLEDGE PROJECT Assertion Supported
Estée Lauder created the first complete men's skincare line in 1967
“In 1967, the relaunch wasn't just a retry, it was a revolution. They created the first complete men's skincare line, everything from iPads to aftershave and moisturizers.”
Shane Parrish Mar 11, 2025 ▶ 53:36 Estée Lauder: A Success Story
TBPN Assertion Contradicted
Nikola Saw $27 Million in Trading Volume on Its Bankruptcy Day
“It's crazy on public. They have, there's been twenty seven million dollars of volume today.”
Jordi Hays Feb 24, 2025 ▶ 11:55 Could NIKOLA Make a Comeback?
INVEST LIKE THE BEST Prediction Not checkable as stated
Kushner: Trump administration will not work with vocal critics
“If you're going to go and criticize and say nasty things, they're not going to work with you and they don't have to.”
Jared Kushner Dec 20, 2024 ▶ 2:05:36 Jared Kushner - The Mechanic · Invest Like The Best
20VC Prediction Held up
Hoffman: DOGE has zero chance of cutting $2T without defense cuts
“There is next to zero chance that the missions that they have declared will be successful because the only way to get two trillion out of the budget would be to massively reduce the deficit and reduce defense spending.”
Reid Hoffman Dec 16, 2024 ▶ 0:04 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
MORE OR LESS Assertion Contradicted
Sam Lessin: Chinese retailers route goods through Mexico using trade agreements
“Well, no, the strategy they now do is they're just moving it all to Mexico, right? And then using NAFTA to get it in.”
Sam Lessin Oct 18, 2024 ▶ 3:11 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
SAASTR Assertion Partly supported
Lemkin: Veeva Systems raised $3M and reached a $34B valuation
“They raised three million and are worth thirty-four billion.”
Jason Lemkin Oct 18, 2024 ▶ 53:26 The Future of AI and Sales in SaaS with Henry Schuck, CEO of ZoomInfo and SaaStr CEO Jason Lemkin
MY FIRST MILLION Assertion Supported
Puri: YC's hit rate increased despite larger batch sizes
“A lot of people now think that they're, you know, maybe they've sort of lost their touch, or the batch size are too big, or the valuation is too high, and actually their hit rate has gone up, even as the batch size has gone up.”
Shaan Puri Oct 8, 2024 ▶ 18:41 How Silicon Valley’s Most Prolific Investor Picks Unicorns | Elad Gil Interview
ALL-IN Prediction Not checkable as stated
Palihapitiya: Fee-optimizing VC managers will fail to raise future funds
“They'll make a ton of money in fees, but they will not be able to raise funds.”
Chamath Palihapitiya Sep 20, 2024 ▶ 1:04:08 Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
a16z Insight
Dixon: Centralized platforms follow a predictable attract-extract cycle with users
“When they start off, they, I call it the attract-extract cycle. When they start off, they are trying to recruit people into the network, whether they're users or complements like content providers. But over time they start to squeeze you”
Chris Dixon Feb 28, 2024 ▶ 23:56 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
THE PITCH Prediction Didn’t hold up
Howie Diamond predicts Ride IQ will take his money in 18 months
“They'll take our money in a year and a half from now.”
Howie Diamond Oct 18, 2023 ▶ 16:35 1. "This Startup Pitch for Equestrian Tech Just Changed the Game for Horse Training Technology!"
ALL-IN Assertion Supported
Calacanis: OpenAI is on track to generate $1B in 2023 revenue
“They are on track to generate one billion dollars in revenue in 20, 23.”
Jason Calacanis Sep 29, 2023 ▶ 1:05:38 E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
MORE OR LESS Assertion Supported
Dave Morin: Shein launched a marketplace on May 4th
“They did launch a marketplace on May fourth of this year, so they're actually trying to compete more broadly.”
Dave Morin Aug 4, 2023 ▶ 36:35 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
Lessin: Shein is first in line to IPO in the US
“They're also one of the first in line to IPO when the, in the U.S., when the market, well, I think in the U.S., I'm not a hundred percent sure about that.”
Jessica Lessin Aug 4, 2023 ▶ 36:44 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
ACQUIRED Assertion Supported
Nike Signed Its First Athlete Endorsement With Ilie Năstase for $10K
“So they had already, before Rob joined, done the first official sponsorship of an athlete with Ili Nastassi, the tennis player. They paid him 10,000 dollars to wear Nike tennis shoes.”
David Rosenthal Jul 25, 2023 ▶ 1:50:56 Nike (Audio) · Acquired
ALL-IN Prediction Held up
Sacks: U.S. political leaders will successfully resolve the debt ceiling impasse
“Reuters had a report this morning that they're only 70, seventy two billion apart now in their positions. Which is a relatively small amount. So my guess is they're gonna work this out.”
David Sacks May 26, 2023 ▶ 33:36 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
AMERICAN OPTIMIST Prediction Not checkable as stated
Balaji: US will inflate away debt or suspend convertibility instead of defaulting
“Well, basically what'll happen in my view is they will they won't, they may not default on it long-term in the sense of pay cash, but they'll inflate it away to such a point. Or make it illiquid or suspend convertibility.”
Balaji Srinivasan May 11, 2023 ▶ 55:54 Ep 57: Balaji Srinivasan on the Severity of the Bank Crisis and the Future of Bitcoin · Joe Lonsdale
20VC What-if
Carney: Delayed Federal Reserve Rate Hikes Allowed Financial Sector Excesses
“And that meant that You know, they lost six to nine months probably of tightening, ah, time that could have been spent initiating a more gradual tightening, squeezing out some of the excess which built up, you know, in these late stages of a cycle, you get the…”
Mark Carney May 1, 2023 ▶ 30:06 Mark Carney: First Republic Bank Fails; Will Interest Rates Rise? Global Warming's Net Zero | E1008 · 20VC with Harry Stebbings
Poncia: Major meat producers must embrace organic to hit revenue targets
“If they want to hit their numbers, they can't ignore grass fed organic.”
Loren Poncia Jan 28, 2021 ▶ 23:33 How I Built Resilience: Loren and Lisa Poncia of Stemple Creek Ranch
Powell: Amazon fails its workers and harms local economies
“They're not the best employer. They're not taking care of their people. But they're also not supporting small businesses that allow our local economies to thrive.”
Emily Powell Dec 10, 2020 ▶ 15:09 How I Built Resilience: Emily Powell of Powell's Books
ALL-IN Prediction Held up
Sacks predicts Republicans will win back the House in 2022 midterms
“They almost certainly will win back the House and retire Nancy Pelosi in two years during the midterm election. I'll put money on that right now.”
David Sacks Dec 4, 2020 ▶ 1:03:10 E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
ALL-IN Prediction Not checkable as stated
Calacanis: Republicans will never win presidency with Trump's strategy
“They're just never going to win the presidency again. With this strategy.”
Jason Calacanis Dec 4, 2020 ▶ 1:03:21 E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more

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